Fourth Dimension Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$162,463
-$8,781,735 QoQ
Shares Held
311
-98.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,279
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,463 | 311 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,944,198 | 19,310 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,953,499 | 18,631 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,528,641 | 18,391 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,566,841 | 17,172 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,783,160 | 16,155 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,371,437 | 14,974 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||